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Schwab US Large- Cap ETF
SCHX

Overview Fund Activity

378 hedge funds and large institutions have $4.82B invested in Schwab US Large- Cap ETF in 2017 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 196 increasing their positions, 101 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
378
Holders Change
+17
Holders Change %
+4.71%
% of All Funds
9.44%
Holding in Top 10
66
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+8.2%
% of All Funds
1.65%
New
41
Increased
196
Reduced
101
Closed
23
Calls
$500K
Puts
–
Net Calls
+$500K
Net Calls Change
-$354K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$1.92B
2
AssetMark Inc
2
AssetMark Inc
California
$108M
3
FMP
3
Financial Management Professionals
Texas
$76.4M
4
Charles Schwab
4
Charles Schwab
California
$193M
5
AWMG
5
Alliance Wealth Management Group
New Jersey
$49.5M

Top Sellers

1
TCM
1
Tradewinds Capital Management
Washington
$329K
2
Jane Street
2
Jane Street
New York
$7.03M
3
Creative Planning
3
Creative Planning
Kansas
$85.1M
4
FC
4
Financial Consulate
Maryland
$12.8M
5
PFC
5
Phocas Financial Corp
California
$5K
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
201
MUFG Americas
New York
$1.02M +$169K +16,926 +20%
WIC
202
Whitegate Investment Counselors
New Hampshire
$1.01M -$1.74K -174 -0.2%
FCI
203
Financial Counselors Inc
Kansas
$984K – – –
TF
204
TIAA FSB
Florida
$965K +$273K +27,318 +40%
SDWMA
205
Schneider Downs Wealth Management Advisors
Pennsylvania
$938K +$24.8K +2,478 +3%
LS
206
Lattice Strategies
Pennsylvania
$908K +$237K +23,700 +35%
OFG
207
Oxford Financial Group
Indiana
$891K +$5.82K +582 +0.7%
MGIA
208
Moneta Group Investment Advisors
Missouri
$887K +$255K +25,488 +40%
PCA
209
Personal Capital Advisors
California
$884K -$205K -20,436 -19%
EWA
210
EP Wealth Advisors
California
$879K +$118K +11,790 +16%
SSWM
211
Sheets Smith Wealth Management
North Carolina
$862K +$132K +13,212 +18%
IFS
212
Ifrah Financial Services
Arkansas
$853K +$24.7K +2,466 +3%
WOC
213
West Oak Capital
California
$847K -$41.6K -4,158 -5%
BCM
214
BTR Capital Management
California
$825K +$64.5K +6,450 +8%
PFM
215
Phillips Financial Management
Indiana
$806K +$18.6K +1,854 +2%
PNC Financial Services Group
216
PNC Financial Services Group
Pennsylvania
$787K +$643K +64,290 +446%
NSB
217
Norway Savings Bank
Maine
$782K – – –
LBC
218
Lowe Brockenbrough & Co
Virginia
$778K +$56.5K +5,640 +8%
WCM
219
Weik Capital Management
Pennsylvania
$770K -$90.1K -9,000 -10%
PAM
220
Premier Asset Management
Illinois
$766K +$60.1K +6,000 +9%
IH
221
IFC Holdings
Florida
$766K +$76.6K +7,662 +11%
CCM
222
Colorado Capital Management
Colorado
$760K -$7.86K -786 -1%
PA
223
Parallel Advisors
California
$730K +$27.3K +2,652 +4%
SAM
224
Summit Asset Management
Tennessee
$729K – – –
Calamos Advisors
225
Calamos Advisors
Illinois
$713K +$16.6K +1,656 +2%
7 8
9
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